How To Enroll A Client
One of the most common tasks is enrolling a client into a program. All users learn how to complete this task as part of their initial training, with in-depth explanations for each question.
Before you begin, it's always best to find their client record in HMIS and review their dashboard, specifically to see if they are already enrolled. If you can't find their client record, the intake will allow you to create a brand-new HMIS client record from scratch.
When ready, click INTAKE to begin.
The intake consists of a step-by-step workflow where you will:
- Continue the workflow with the selected client OR choose to create a brand-new client record.
- Enter or review Client Information including demographics and contact information.
- Enter or review Family Members who will directly benefit from the assistance provided.
- Enter a Project Start Date for your client and other case members. Depending on your project, there may be additional data points on the Enrollment step, including selecting a target facility for check in.
- Complete an Entry Assessment for each case member.
- For housing programs, you may be prompted to check in your client if you selected a target facility; even then, clients and their case members can later be checked in once enrolled.
- Upon conclusion, you'll finish and be redirected to the Client Dashboard.
Note: For new enrollments, you must complete the entire workflow to ensure compliance.
